CIK: 0001488921
申报总市值
US$19.1亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 22.34% | +0.07% | +4.27% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 21.45% | +0.32% | -1.06% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 10.76% | +0.47% | +4.12% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.10% | — | +3.84% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 9.73% | -4.83% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 8.79% | +0.03% | -0.57% | |
| 7 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 5.93% | — | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.94% | +0.18% | +4.16% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.70% | +0.01% | +2.74% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.28% | +0.06% | -0.20% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | +0.02% | +0.39% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.59% | -0.65% | — | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.59% | -0.09% | +14.63% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | +0.01% | -4.24% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.43% | — | -87.19% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.10% | — | +75.92% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.07% | — | +10.54% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.06% | +0.89% | -14.60% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.05% | -0.01% | +34.65% |